You can create an on demand Stock Take at any time to run an immediate, one-off count of your warehouse stock. You define the counting settings, which locations and products to include, and who can perform the count.
You will need the Admin role to create an on demand Stock Take.
Note: This feature is currently being beta tested. Check future release notes to see once added to general release.
Create an on demand Stock Take
To create a new on demand Stock Take:
Go to Stock Take, then click Overview.
Click New Stock Take.
Configure the General Settings and Range Settings — see the sections below for details on each option.
Click Save.
The Stock Take is created with a status of New and appears in the Overview table. It is not started automatically — you will need to begin it from the Access Mintsoft mobile app.
Note: If your configuration results in nothing to count, a warning will be shown when the stock take is started on mobile. Check your range settings if this happens.
General Settings
General settings control how the stock take is conducted and who can perform it.
Client
Select a specific client to restrict the stock take to that client's stock, or leave as All to include all clients.
Warehouse
Select the warehouse to count. This field is required. Selecting a warehouse enables the range settings on the right-hand side of the configuration screen and loads the available zones, aisles, and location types for that warehouse.
Include Empty Locations
Toggle on to include locations with zero stock in the count. Toggle off to count only locations that contain products. The default is on.
Units From / Units To
Enter a unit quantity range to filter which product-in-location records are included. Only locations where the product unit count falls within this range are counted. The defaults are 0 to 99999.
Counting Style
Select Blind or Open. In Blind mode, the counter cannot see expected stock quantities while counting. In Open mode, expected quantities are visible. The default is Blind.
Require 2nd count if discrepancy found
Toggle on to require a second count when the first count does not match the expected stock. The second count must be performed by a different user before the discrepancy is accepted. The default is on.
Assign To
Select who can perform the count:
All - Multi — any Admin user can action the stock take, and multiple users can count simultaneously.
All - Single — any Admin user can action the stock take, but only one user at a time.
Specific — only the named user can action the stock take. Selecting this option reveals the Assign To User field, where you can search for and select the specific user. This is enforced on the mobile app — other users will not see the stock take in their list.
Reference
Enter a name or identifier for the stock take. This field is required and must be 100 characters or fewer.
Location Range Settings
Location range settings control which warehouse locations are included in the stock take. Select a location range type from the Location Range dropdown.
All
Select All to include every location in the warehouse. There are no additional sub-fields to configure.
Configurable
Select Configurable to filter locations by type, zone, or aisle range. Configure the following sub-fields:
Location Types — select one or more location types to filter by. Leave unselected to include all location types.
Zone — select a specific warehouse zone to filter locations to. The default is All.
Aisle — select All to include all aisles, or select A–Z Range to define an aisle range. When A–Z Range is selected, Aisle From and Aisle To are required.
Custom list
Select Custom List to use a pre-defined set of specific locations. Select the custom location set from the Custom Location Set dropdown. This field is required.
Note: Custom location sets must be created before you can select them here.
Product Range Settings
Product range settings control which products are included in the stock take. Select a product range type from the Product Range dropdown.
All
Select All to include every product. There are no additional sub-fields to configure.
Configurable
Select Configurable to filter products using one or more of the available criteria. Configure the following sub-fields:
Categories — select one or more product categories to filter by. Leave unselected to include all categories.
SKUs — select All to include all SKUs, or select A–Z Range to define a SKU range. When A–Z Range is selected, SKU From and SKU To are required.
Unit Sales Value — select All or Price Range. When Price Range is selected, enter a Price From and Price To value to filter products by their unit price.
Sales Velocity — filter products by how quickly they sell. Select All, Fast Movers, or Slow Movers. For Fast Movers, enter a minimum units value and the number of past days to use as the lookback period. For Slow Movers, enter a maximum units value and the number of past days.
Include Products with Serial Numbers — select All, Only products with serial numbers, or Only products without serial numbers.
Custom list
Select Custom List to use a pre-defined set of specific products. Select the custom product set from the Custom Product Set dropdown. This field is required.
Note: Custom product sets must be created before you can select them here.